Solo founders
Testimonial collector
Asks every client for a few honest words when the work wraps up, offers nothing in return and files them.
Epic
For solo founders and one-person businesses
New client onboarder
Sends your proposal and contract in DocuSign, then sets the client up in Notion and books a Zoom kickoff.
- DocuSign
- Notion
- Gmail
- Calendly
- Zoom
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsWhen a client says yes on a call
- 1Read your call notes, scope and fee in NotionNotion
- 2Fill your proposal and contract templateDocuSign
- 3Ask you first before it goes to the clientHe asks you first
- 4Send it through DocuSign and remind until it is signedDocuSign
- 5Make their client page in Notion from your templateNotion
- 6Email a welcome with your Calendly kickoff linkGmail
- 7Text you when it is signed and the kickoff is booked
- What you getA signed contract, a client page in Notion and a booked kickoff for every new client, after your yes.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for solo founders and one-person businesses
Solo founders
Content repurposer
Turns each new YouTube video or Zoom recording into a LinkedIn post and an X thread in your voice.
Solo founders
Weekly newsletter writer
Drafts your weekly Substack or Kit issue from your notes and links, and schedules it after your OK.
Solo founders
Freelancer hiring helper
Reads every Upwork proposal, sorts them by your must-haves and books calls with the freelancers you pick.